Saratoga Investment Corp.

NYSE:SAR Stock Report

Market Cap: US$327.2m

Saratoga Investment Future Growth

Future criteria checks 3/6

Saratoga Investment's revenue is forecast to decline at 11% per annum while its annual earnings are expected to grow at 30.2% per year. EPS is expected to grow by 30.9% per annum.

Key information

30.2%

Earnings growth rate

30.9%

EPS growth rate

Capital Markets earnings growth13.1%
Revenue growth rate-11.0%
Future return on equityn/a
Analyst coverage

Good

Last updated10 Oct 2024

Recent future growth updates

Recent updates

Saratoga Investment: 12% Yield That Is Not Worth The Risk

Oct 18

Saratoga Investment Corp: 12% Yield, 13% Discount

Sep 20

Saratoga Investment: The Leverage Remains A Concern

Jul 17

Saratoga Investment Corp: The Good, The Bad, The Ugly

Jul 05

Saratoga Investment Corp: Solid BDC But Lacks NAV Growth

May 16

Saratoga Investment Corp: Collect A 12.4% Yield With This BDC, But Proceed With Caution

Apr 20

Saratoga Investment Corp: The Leverage Is Too Excessive For Going Long

Mar 28

Saratoga Investment (Down Big): 40+ Big-Yield BDCs Compared

Jan 31

Saratoga Investment Corp: 12% Yield, 16% Discount, Buy Rating

Jan 21

Saratoga Investment: Big Yield At Significant Discount

Dec 26

Saratoga Investment Corp: 12% Yield, Strong Growth, Undervalued, Buy Rating

Oct 13

Saratoga Investment: 11% Yield And Dividend Hiked But Leverage Elevated

Sep 29

Saratoga Investment: A +10% Yield And Discount To NAV

Aug 02

Saratoga Investment Corp: Solid Buy With Quality Capital Structure

Jul 02

Saratoga Investment (NYSE:SAR) Is Increasing Its Dividend To $0.70

Jun 01
Saratoga Investment (NYSE:SAR) Is Increasing Its Dividend To $0.70

Saratoga Investment (NYSE:SAR) Will Pay A Larger Dividend Than Last Year At $0.69

Mar 03
Saratoga Investment (NYSE:SAR) Will Pay A Larger Dividend Than Last Year At $0.69

Saratoga Investment: Lock In A 10% Yield At A Discount

Jan 09

Near-Shutdown Of Preferred Stock IPO Market, October 2022

Nov 04

Saratoga Investment announces notes offering and rating of BBB+

Oct 19

Saratoga Investment prices $400M CLO

Oct 03

Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year

Sep 01
Saratoga Investment's (NYSE:SAR) Shareholders Will Receive A Bigger Dividend Than Last Year

Saratoga Investment raises dividend by 2% to $0.54

Aug 29

NAV Discounted Saratoga Investments Has AUM Growth Risk

Aug 23

Saratoga Investment Q1 2023 Earnings Preview

Jul 05

Saratoga Investment: Rip Through Inflation With This 9% Yield

Jun 20

Saratoga: The Time Has Come, Execute Buy Order

Apr 05

Saratoga: Well Diversified BDC But Has An Overstretched Payout Ratio

Dec 12

Saratoga: 7.1% Yield, 5 Straight Dividend Bumps

Sep 04

Earnings and Revenue Growth Forecasts

NYSE:SAR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
2/28/202613240N/A286
2/28/202515143N/A576
8/31/2024155218484N/A
5/31/20241481666N/A
2/29/20241449-157-157N/A
11/30/202313923-104-104N/A
8/31/202312933-108-108N/A
5/31/202311526-161-161N/A
2/28/20239925-130-130N/A
11/30/20228614-309-309N/A
8/31/20227616-271-271N/A
5/31/20227323-182-182N/A
2/28/20227146-203-203N/A
11/30/20216847-52-52N/A
8/31/20216645-100-100N/A
5/31/20216158-131-131N/A
2/28/20215815-62-62N/A
11/30/20205932-31-31N/A
8/31/202059401616N/A
5/31/20205925-49-49N/A
2/29/20205856-15-15N/A
11/30/20195437-1-1N/A
8/31/20195227-63-63N/A
5/31/20195022-42-42N/A
2/28/20194819-40-40N/A
11/30/20184516-87-87N/A
8/31/20184217-41-41N/A
5/31/20184021N/A11N/A
2/28/20183918N/A-31N/A
11/30/20173713N/A-44N/A
8/31/20173611N/A-47N/A
5/31/2017349N/A-55N/A
2/28/20173311N/A7N/A
11/30/20163310N/A-26N/A
8/31/20163112N/A-14N/A
5/31/2016308N/A-7N/A
2/29/20163012N/A-32N/A
11/30/20153015N/A8N/A
8/31/20153015N/A-8N/A
5/31/20152917N/A-20N/A
2/28/20152711N/A-22N/A
11/30/20142612N/A-37N/A
8/31/20142410N/A-41N/A
5/31/2014236N/A-54N/A
2/28/2014238N/A-30N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SAR's forecast earnings growth (30.2% per year) is above the savings rate (2.6%).

Earnings vs Market: SAR's earnings (30.2% per year) are forecast to grow faster than the US market (15.2% per year).

High Growth Earnings: SAR's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: SAR's revenue is expected to decline over the next 3 years (-11% per year).

High Growth Revenue: SAR's revenue is forecast to decline over the next 3 years (-11% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if SAR's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 23:10
End of Day Share Price 2024/12/20 00:00
Earnings2024/08/31
Annual Earnings2024/02/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Saratoga Investment Corp. is covered by 12 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Bryce RoweB. Riley Securities, Inc.
Bryce RoweB. Riley Wealth
David ChiaveriniCantor Fitzgerald & Co.